SWM Advisors’s Invesco Preferred ETF PGX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-17,052	Closed	-$210K	–	27
2022 Q2	$210K	Sell	17,052 -3,346	-16%	-$41.2K	0.19%	23
2022 Q1	$277K	Hold	20,398	–	–	0.22%	23
2021 Q4	$284K	Buy	+20,398	New	+$284K	0.25%	23